No Street GP LP’s Newmont NEM Stock Holding History

No Street GP LP’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-950,000	Closed	-$50.8M	–	41
2024 Q3	$50.8M	Sell	950,000 -50,000	-5%	-$2.48M	3.92%	10
2024 Q2	$41.9M	Sell	1,000,000 -300,000	-23%	-$12.3M	2.57%	10
2024 Q1	$46.6M	Buy	1,300,000 +350,000	+37%	+$12.1M	3.44%	7
2023 Q4	$39.3M	Buy	+950,000	New	+$36.7M	3.93%	12

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

No Street GP LP's NEM Position: Q4 2024 in Review

No Street GP LP sold out of Newmont (NEM) in Q4 2024, closing a stake of 950,000 shares — an estimated $50.8M sold.

No Street GP LP first reported a position in NEM in Q4 2023 and held it in 4 quarters. The position peaked at $50.8M in Q3 2024. 1,162 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

No Street GP LP reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
No Street GP LP sold 950,000 Newmont shares in Q4 2024, an estimated $50.8M.
No Street GP LP first reported a position in Newmont in Q4 2023 and held it in 4 quarters.
No Street GP LP's Newmont position peaked at $50.8M in Q3 2024.
1,162 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on No Street GP LP's 13F filing for Q4 2024, filed 14 Feb 2025.